Institutional Ownership Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 Value E (SPYV). We have compiled data on the 1,086 institutions that hold shares in the stock, with a total of 438 Million shares, which have been reported (via 13F filing form) to have a value of $22.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
206,496
shares
|
$10.5 Million
5.59% of portfolio
|
Q4 2024
Added 25.56%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
204,531
shares
|
$10.4 Million
0.2% of portfolio
|
Q3 2022
Reduced 66.19%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
204,226
shares
|
$10.3 Million
4.36% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
202,734
shares
|
$10.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
201,803
shares
|
$10.2 Million
0.0% of portfolio
|
Q4 2024
Added 5.62%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
201,182
shares
|
$10.2 Million
1.44% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
201,130
shares
|
$10.2 Million
6.92% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
199,343
shares
|
$10.1 Million
0.33% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
198,961
shares
|
$10.1 Million
1.59% of portfolio
|
Q2 2024
Reduced 27.98%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
197,992
shares
|
$10 Million
1.88% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
195,913
shares
|
$9.92 Million
1.13% of portfolio
|
Q4 2024
Added 417.06%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
195,511
shares
|
$9.89 Million
3.4% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
194,914
shares
|
$9.86 Million
1.42% of portfolio
|
Q3 2024
Added 15.04%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
192,032
shares
|
$9.72 Million
0.25% of portfolio
|
Q4 2024
Reduced 23.11%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
188,089
shares
|
$9.52 Million
1.84% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
186,725
shares
|
$9.45 Million
4.46% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
185,991
shares
|
$9.41 Million
0.14% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
185,383
shares
|
$9.38 Million
4.93% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
184,960
shares
|
$9.36 Million
2.17% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
178,993
shares
|
$9.06 Million
3.43% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
177,638
shares
|
$8.99 Million
0.1% of portfolio
|
Q4 2024
Reduced 29.09%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
171,766
shares
|
$8.69 Million
2.18% of portfolio
|
Q4 2024
Added 16.22%
|
|
|
Pecaut & Co.
|
Feb 11, 2025 Q4 2024 |
171,416
shares
|
$8.68 Million
3.17% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
169,266
shares
|
$8.57 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
168,877
shares
|
$8.55 Million
1.54% of portfolio
|
Q4 2024
Reduced 1.65%
|